Senior Trust Advisor

Edward Jones; Tempe (AZ); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical and prescription coverage

401k retirement plan

Paid holidays

Vacation days

Employee Assistance Program

Job summary

Edward Jones Trust Company seeks a New Business Senior Trust Advisor to manage onboarding and then deepen client relationships with branch teams. You will oversee onboarding, coordinate with Trust Officers and Portfolio Managers, and act as a trusted advisor with fiduciary expertise.

The role emphasizes risk assessment, interpretation of governing documents, and collaboration across the Trust Company and firm to enhance client service and operational effectiveness.

Qualifications

• Bachelor's degree required.
• CTFA, JD or CFP required.
• 7+ years trust and estate management experience.
• Knowledge of fiduciary, gifting, and wealth-transfer concepts.
• Strong regulatory and tax planning awareness.

Responsibilities

• Lead onboarding for new fiduciary accounts with clients and branch teams.
• Maintain client relationships and support service excellence.
• Assess risks and interpret governing documents (trusts, wills, POAs).
• Collaborate across Trust Officers, Portfolio Managers, and lawyers.

Skills

Relationship management

Client onboarding

Leadership

Communication

Education

Bachelor's degree

CTFA

JD

CFP

Job description

This job posting is anticipated to remain open for 30 days, from 10-Sep-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

Purpose, Inclusion and Citizenship Report

Team Overview:

Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. The New Business Senior Trust Advisor serves as the primary relationship manager for Edward Jones branch teams, with a particular focus on delivering an exceptional account onboarding experience. This individual acts as the trusted point of contact throughout the onboarding process, ensuring both clients and branch teams receive timely, accurate, and high‑quality service.

What You Will Do:

Beyond onboarding, the New Business Senior Trust Advisor plays a critical role in the overall client experience by maintaining strong relationships with branch teams, collaborating closely with the Edward Jones Trust Company Client Service Team, and providing informal leadership and guidance within the organization. The position is responsible for helping resolve client and branch inquiries, driving service excellence, and fostering confidence in the Trust Company's capabilities.

A key objective of the role is to strengthen and deepen relationships with existing Edward Jones branches, increasing awareness and utilization of trust services. By consistently delivering outstanding service and acting as a trusted advisor, the Senior Trust Advisor helps expand trust business opportunities and enhance long‑term client and branch engagement.

Additional responsibilities include:

• Promote Edward Jones Trust Company services and, when appropriate, support estate planning discussions with clients, Financial Advisors, branch teams, and internal partners.
• Serve as the dedicated relationship manager and primary Trust Company resource for assigned client accounts and branch teams.
• Proactively identify and pursue new business opportunities through ongoing communication and outreach.
• Travel periodically to meet with branch teams and support relationship development.
• Act as the primary escalation point for onboarding‑related client and branch concerns.
• Resolve issues proactively and provide recommended solutions that align client expectations with Trust Company capabilities.
• Lead the onboarding process for all new fiduciary accounts.
• Coordinate onboarding activities across Trust Officers, Fiduciary Officers, Portfolio Managers, and Trust Specialists.
• Evaluate prospective relationships through comprehensive risk assessments.
• Analyze assets, family dynamics, beneficiary structures, tax returns, accountings, and other relevant information.
• Review and perform initial interpretation of governing documents, including:
  • Trust agreements
  • Wills
  • Powers of Attorney
  • Beneficiary designations
  • Related contracts and legal documents
• Determine whether EJTC is able to properly interpret and administer governing documents.
• Lead or participate in Trust Company and firm‑wide initiatives that improve client service and operational effectiveness.
• Collaborate with partners across the Trust Company and firm to support complex client needs.
• Mentor, coach, and provide guidance to Trust Company associates.
• Maintain compliance with Trust Company policies, procedures, and applicable laws and regulations.

What Experience You Need:

• Bachelor's degree required
• CTFA, JD, or CFP required
• 7+ years trust and estate management, or related legal or financial services experience required
• Knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes, insurance, and investment principles and techniques required
• Comprehensive knowledge of regulations and applicable laws, tax planning and wealth‑transfer strategies
• Advanced ability to balance high‑risk compliance, legal, and business decisions
• Ability to effectively train, delegate and informally lead others who provide service to the client and branch team
• Must be highly skilled in written and verbal communication (especially in the explanation of complex legal matters to clients that may not have deep acumen in these complex legal matters) and demonstrate high level of interpersonal skill

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Benefits:

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑and‑long‑term disability, basic life, and basic AD&D coverage.
• Short‑and‑long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• 401k retirement plan.
• Tax‑advantaged accounts: health savings account, and flexible spending account.
• Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year.
• Sick time, personal days, and a paid day for volunteerism.
• Associates may be eligible for bonuses and profit sharing.
• All associates are eligible for the firm's Employee Assistance Program.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a‑3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf